Investment Advisory Support Intern

Be a part of the team behind our success!  At Advisor Group, we support more than 5,000 financial advisors, the people who help everyday Americans achieve their dreams. We’re a billion-dollar business with the mentality and drive of a startup. Join us in building something special.

Investment Advisory Support Intern

Location:               2300 Windy Ridge Parkway Atlanta, GA  30339 

Timeline:               10 Weeks Beginning June 3, 2019

As a Summer Intern in our Wealth Management function, you will participate in a paid program designed to provide you with real-world experience.   You will collaborate with teams in all aspects of Financial Advisor support in all stages of our processes. Your insightful contribution will help improve our service. Ultimately, you will gain broad experience in the Operations side of Financial Advisor support and should gain experience toward fast-paced work environments.

Internship Responsibilities:

  • Providing support to Financial Advisors
  • Learn and support various financial products
  • Support wealth management business
  • Support operational team on financial transaction and account maintenance
  • Use of various software / financial platforms
  • Work within trading department to support purchases / liquidations of financial instruments
  • Regular and consistent attendance at our office location

In order to be a successful intern, you will need to possess the following background/experience:

  • Excellent communication & organizational skills
  • Strong technical skills/Proficient in MS Word, Excel, PowerPoint
  • Ability to work in a team environment
  • Proven leadership ability
  • High attention to detail
  • Self-motivation
  • Analytical mindset

Targeted Majors:  Finance, Business, MBA

Minimum Requirements:

  • Current students with at least 80 hours of completed course work towards Bachelor’s degree

  • Demonstrated academic success (minimum 3.0 GPA)

Preferred Requirement:

  • Prior work experience, co-op or internship
  • Career interest in financial services

We do not offer relocation or housing assistance for summer internship opportunities.